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Overall Net Exp 10-Yr/ Gross 3-Yr Perf Incep Morningstar Since 5-Yr 3-Yr 1-Yr YTD 3-Mo Exp Ratio Ratio 1 Risk Date Incep* (%) (%) Rating TM 10.87 05/01/2009 8.81 8.22 12.29 25.74 25.74 9.35 0.44 0.44 ★★★ ★★★ ★★★ ★★★ 362 605 722 873 51 44 43 51 11.38 1/1/2001 8.79 8.41 12.44 26.60 26.60 8.95 11.15 11/01/1954 8.59 8.10 12.09 25.68 25.68 8.18 1.14 2.26 ★★★★ 11.27 04/30/2004 11.37 7.46 9.75 28.22 28.22 0.09 0.88 0.88 ★★★ ★★★★ ★★★★ 136 197 221 256 52 30 27 37 12.25 12/31/1992 11.79 6.80 7.70 24.45 24.45 -0.80 11.31
Ticker RWIGX IARIX VUIAX HIAHX
Share Class Type Retirement Retirement Inst Inst
Performance As of: 12‐31‐2019 Name / Benchmark & Inv. Morningstar Category Info Type US OE World Large Stock American Funds Capital World Gr&Inc R6 MF Morningstar Ratings # of Funds in Category Morningstar Peer Rating % MSCI ACWI NR USD US Fund World Large Stock US OE Real Estate Invesco Real Estate R5 MF Morningstar Ratings # of Funds in Category Morningstar Peer Rating % S&P United States REIT TR USD US Fund Real Estate US OE Utilities Vanguard Utilities Index Adm MF Morningstar Ratings # of Funds in Category Morningstar Peer Rating % S&P 1500 Utilities TR US Fund Utilities US OE Health Ha

